Five9, Inc.
FIVN- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001288847
In the last 90 days, Five9, Inc. insiders filed 0 open-market purchases and 6 sales; 292 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Five9, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 296
- −8 vs. Q1 2025
- Shares held
- 87.9M
- +5.85M (+7.1%) vs. Q1 2025
- Total value
- $2.33B
- +$100.1M (+4.5%) vs. Q1 2025
- New holders
- 57
- 96 more added
- Sold out
- 65
- 108 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 292 | $1.70B |
| Q1 2026 | 292 | $1.20B |
| Q4 2025 | 289 | $1.59B |
| Q3 2025 | 309 | $2.08B |
| Q2 2025 | 296 | $2.33B |
| Q1 2025 | 307 | $2.24B |
| Q4 2024 | 297 | $3.22B |
| Q3 2024 | 272 | $2.33B |
| Q2 2024 | 297 | $3.48B |
| Q1 2024 | 309 | $4.68B |
| Q4 2023 | 348 | $5.71B |
| Q3 2023 | 328 | $4.73B |
| Q2 2023 | 336 | $5.82B |
| Q1 2023 | 340 | $5.18B |
| Q4 2022 | 327 | $5.11B |
| Q3 2022 | 336 | $5.36B |
| Q2 2022 | 333 | $6.56B |
| Q1 2022 | 347 | $7.77B |
| Q4 2021 | 381 | $9.34B |
| Q3 2021 | 402 | $10.5B |
| Q2 2021 | 399 | $12.3B |
| Q1 2021 | 392 | $10.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| Private Wealth Asset Management, LLC | 5 | $132 | 0.00% | −22−81.5% | Reduced |
| Creative Financial Designs Inc | 5 | $132 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $159 | 0.00% | −183−96.8% | Reduced |
| ROSS\JOHNSON & Associates LLC | 6 | $159 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $212 | 0.00% | +8 | New |
| South State Corp. | 10 | $265 | 0.00% | −135−93.1% | Reduced |
| Smartleaf Asset Management LLC | 10 | $267 | 0.00% | −362−97.3% | Reduced |
| GWM Advisors LLC | 11 | $291 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $318 | 0.00% | −25−67.6% | Reduced |
| Bell Investment Advisors, Inc | 15 | $398 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $450 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $477 | 0.00% | −108−85.7% | Reduced |
| TFC Financial Management | 18 | $477 | 0.00% | +18 | New |
| Central Trust Co | 21 | $557 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $570 | 0.00% | +22 | New |
| Bogart Wealth, LLC | 22 | $583 | 0.00% | +22 | New |
| Cherry Tree Wealth Management, LLC | 23 | $610 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $636 | 0.00% | +24 | New |
| Montag A & Associates Inc | 25 | $661 | 0.00% | −2−7.4% | Reduced |
| Mascoma Wealth Management LLC | 30 | $794 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 35 | $927 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 41 | $1.09K | 0.00% | −153−78.9% | Reduced |
| First Horizon Advisors, Inc. | 42 | $1.11K | 0.00% | −438−91.3% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $1.33K | 0.00% | +50 | New |
| EverSource Wealth Advisors, LLC | 51 | $1.35K | 0.00% | +12+30.8% | Added |
| True Wealth Design, LLC | 55 | $1.46K | 0.00% | +55 | New |
| CIBC Private Wealth Group, LLC | 58 | $1.54K | 0.00% | −48−45.3% | Reduced |
| Sachetta, LLC | 74 | $1.96K | 0.00% | +74 | New |
| Park Square Financial Group, LLC | 84 | $2.22K | 0.00% | +84 | New |
| Larson Financial Group LLC | 92 | $2.44K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $2.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $2.99K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $3.07K | 0.00% | +29+33.3% | Added |
| Fortitude Family Office, LLC | 127 | $3.36K | 0.00% | +127 | New |
| Rothschild Investment LLC | 140 | $3.71K | 0.00% | +140 | New |
| Clearstead Advisors, LLC | 141 | $3.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $4.34K | 0.00% | +11+7.2% | Added |
| Natixis | 180 | $4.77K | 0.00% | +180 | New |
| Versant Capital Management, Inc | 184 | $4.87K | 0.00% | −485−72.5% | Reduced |
| Sterling Capital Management LLC | 185 | $4.90K | 0.00% | −58−23.9% | Reduced |
| Geneos Wealth Management Inc. | 187 | $4.95K | 0.00% | −64−25.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 221 | $5.85K | 0.00% | −97,354−99.8% | Reduced |
| Covestor Ltd | 245 | $7.00K | 0.00% | −1,032−80.8% | Reduced |
| Richardson Financial Services Inc. | 325 | $8.65K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 331 | $8.77K | 0.00% | −105−24.1% | Reduced |
| CWM, LLC | 353 | $9.00K | 0.00% | −1,049−74.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 362 | $9.59K | 0.00% | +316+687.0% | Added |
| JNBA Financial Advisors | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 404 | $10.7K | 0.00% | +404 | New |
| Signaturefd, LLC | 456 | $12.1K | 0.00% | −557−55.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 676 | $17.9K | 0.00% | +676 | New |
| Farther Finance Advisors, LLC | 697 | $18.5K | 0.00% | −198−22.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 699 | $19.0K | 0.00% | +699 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 818 | $21.7K | 0.00% | −2,183−72.7% | Reduced |
| Huntington National Bank | 857 | $22.7K | 0.00% | +99+13.1% | Added |
| Skopos Labs, Inc. | 977 | $25.9K | 0.00% | +155+18.9% | Added |
| IFP Advisors, Inc | 0 | $27.5K | 0.00% | 0 | New |
| Allworth Financial LP | 1,052 | $27.9K | 0.00% | +129+14.0% | Added |
| Lazard Asset Management LLC | 1,200 | $31.0K | 0.00% | −3,308−73.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,195 | $31.6K | 0.00% | +1,195 | New |
| Jones Financial Companies LLLP | 1,192 | $31.9K | 0.00% | +1,128+1,762.5% | Added |
| Principal Securities, Inc. | 1,353 | $35.8K | 0.00% | +1,271+1,550.0% | Added |
| Walleye Capital LLC | 1,478 | $39.1K | 0.00% | −5,320−78.3% | Reduced |
| Parallel Advisors, LLC | 1,544 | $40.9K | 0.00% | −432−21.9% | Reduced |
| Shell Asset Management Co | 1,608 | $43.0K | 0.00% | −175−9.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,191 | $58.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,239 | $59.3K | 0.00% | −15,167−87.1% | Reduced |
| KBC Group NV | 2,261 | $60.0K | 0.00% | −1,112−33.0% | Reduced |
| Quest Partners LLC | 2,485 | $65.8K | 0.01% | −10,530−80.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,509 | $66.4K | 0.00% | +266+11.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,557 | $67.7K | 0.00% | −661−20.5% | Reduced |
| Amalgamated Bank | 2,568 | $68.0K | 0.00% | −2,504−49.4% | Reduced |
| C M Bidwell & Associates Ltd | 2,745 | $72.7K | 0.04% | +2,745 | New |
| Conquis Financial LLC | 3,000 | $79.4K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 3,288 | $87.1K | 0.00% | −55−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $102.2K | 0.00% | +50 | New |
| Bayforest Capital Ltd | 3,876 | $102.6K | 0.04% | −785−16.8% | Reduced |
| Walleye Trading LLC | 3,942 | $104.4K | 0.00% | +3,942 | New |
| Toronto Dominion Bank | 4,000 | $106.0K | 0.00% | +843+26.7% | Added |
| MAI Capital Management | 4,671 | $123.7K | 0.00% | −598−11.3% | Reduced |
| FNY Investment Advisers, LLC | 4,804 | $127.0K | 0.05% | +2,604+118.4% | Added |
| LJI Wealth Management, LLC | 5,000 | $132.4K | 0.02% | +5,000 | New |
| State of Wyoming | 5,106 | $135.2K | 0.02% | −154−2.9% | Reduced |
| Canada Pension Plan Investment Board | 6,100 | $161.5K | 0.00% | −1,700−21.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,856 | $181.5K | 0.00% | +155+2.3% | Added |
| Creative Planning | 7,654 | $202.7K | 0.00% | −4,432−36.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,663 | $202.9K | 0.01% | +7,299+2,005.2% | Added |
| Ameritas Investment Partners, Inc. | 7,805 | $206.7K | 0.01% | +7,805 | New |
| Public Employees Retirement Association of Colorado | 8,180 | $217.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,500 | $225.1K | 0.00% | −3,100−26.7% | Reduced |
| Victory Capital Management Inc | 8,898 | $235.6K | 0.00% | −71−0.8% | Reduced |
| Dark Forest Capital Management LP | 9,033 | $239.2K | 0.01% | −27,579−75.3% | Reduced |
| CIBC World Markets Corp | 9,419 | $249.4K | 0.00% | +9,419 | New |
| Empowered Funds, LLC | 9,643 | $255.3K | 0.00% | +9,643 | New |
| Woodline Partners LP | 9,980 | $264.3K | 0.00% | −3,687−27.0% | Reduced |